How to Migrate from Paypal to Trainerize Pay?

If you are using Paypal for your online payments, and you want to move over to a seamless payment experience with Trainerize Pay, you will need to follow these quick steps.

1. Cancel the "Auto-Renew" for any client subscriptions you have created in Paypal.

As per Paypal's cancelation terms, cancelling a subscription cancels all future scheduled payments of that subscription. A subscription can be cancelled up until the day of the next scheduled payment.

Follow the steps below to cancel an existing auto-renewing subscription for your clients.

If you are using the new Paypal interface, follow these steps:

On the top menu inside your PayPal account, go to "More".

From here select "Reports" (from the drop down menu under "More").

Under "Other Reports", click on "Recurring payments - user profiles".

Choose "Active" from the drop down and click the "View" button. You should then see a list of all subscriptions from users and should see a button to cancel them from there.

If you are using the old Paypal, follow these steps:

Click on "Profile" link inside your PayPal account near the top.

Click "My Selling Tools".

Under the section "Getting paid and managing my risk" (may have to click to open it if it is not expanded) - click the "update" button under "My automatic payments"

You should see a list of customers that can be filtered by the options in the drop down menu the same way as the above options for the newer version of Paypal.

Note: Your customers can also cancel their own subscription through their paypal account. To make that a little easier, you also can put a cancellation button on your site by going to "OptimizeMember > Paypal Buttons > Paypal Subscr Cancellation Button" and add the shortcode into a "custom html/shortcode" element in the live editor.

2. Setup Your Trainerize Pay account

Follow the steps in this article to setup your Trainerize Pay account: